CG

CFO4Life Group Portfolio holdings

AUM $640M
1-Year Est. Return 13.06%
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$15.5M
3
+$5.43M
4
HD icon
Home Depot
HD
+$5.4M
5
AAPL icon
Apple
AAPL
+$4.69M

Top Sells

1
+$592K
2
+$590K
3
+$513K
4
WP
Worldpay, Inc.
WP
+$416K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$407K

Sector Composition

1 Industrials 21.25%
2 Consumer Staples 16.66%
3 Financials 8.14%
4 Technology 7.62%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.29%
20,857
+5,942
52
$683K 0.29%
39,510
-4,650
53
$677K 0.28%
13,307
+1,589
54
$665K 0.28%
14,363
+1,217
55
$614K 0.26%
6,759
+1,537
56
$609K 0.25%
10,729
+5,385
57
$603K 0.25%
+11,150
58
$592K 0.25%
12,823
-1,480
59
$589K 0.25%
+7,290
60
$581K 0.24%
8,251
+1,342
61
$562K 0.23%
14,460
+2,491
62
$561K 0.23%
13,048
-807
63
$552K 0.23%
9,273
+762
64
$550K 0.23%
6,958
+1,904
65
$548K 0.23%
13,364
-523
66
$547K 0.23%
12,958
67
$543K 0.23%
+2,215
68
$540K 0.23%
9,283
+3,956
69
$537K 0.22%
24,164
-9,351
70
$528K 0.22%
3,424
-152
71
$523K 0.22%
3,949
+1,233
72
$519K 0.22%
2,799
+41
73
$510K 0.21%
4,810
+41
74
$502K 0.21%
11,309
+3,961
75
$494K 0.21%
3,436
1 2
3
4 5